401k Record

Employers › Xanitos

Xanitos 401(k)

Recordkeeping fees per participant · Xanitos Inc. 401(k) Profit Sharing Plan and Trust · plan year 2024

$105.59

Higher than 64% of the 7,477 plans $1 to 10M that report it.

Source

= $40,652 / 385
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013144113NAL0000722547001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013144113NAL0000722547001, received 2025-10-13

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.

Cost and contributions

Administrative expenses excluding investment management, per participant

$105.59

10th: $13.66median $103.3390th: $302.77

Higher than 51% of the 14,713 plans $1 to 10M that report it.

Source

= $40,652 / 385
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013144113NAL0000722547001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013144113NAL0000722547001, received 2025-10-13

Administrative expenses per participant

$138.35

10th: $19.42median $150.2790th: $370.75

Higher than 47% of the 15,210 plans $1 to 10M that report it.

Source

= $53,263 / 385
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013144113NAL0000722547001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013144113NAL0000722547001, received 2025-10-13

Administrative expenses as a share of assets

0.882%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 80% of the 15,243 plans $1 to 10M that report it.

Source

= $53,263 / $6,037,432
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013144113NAL0000722547001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013144113NAL0000722547001, received 2025-10-13

Employer contributions per participant

$610

10th: $357median $1,32390th: $2,861

Higher than 21% of the 13,342 plans $1 to 10M that report it.

Source

= $234,985 / 385
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013144113NAL0000722547001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013144113NAL0000722547001, received 2025-10-13

Employer share of total contributions

17.1%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 19% of the 13,370 plans $1 to 10M that report it.

Source

= $234,985 / $1,376,134
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013144113NAL0000722547001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013144113NAL0000722547001, received 2025-10-13

Plan terms, as stated in Xanitos Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013144113NAL0000722547001, received 2025-10-13

Full record, Xanitos Inc. 401(k) Profit Sharing Plan and Trust

FieldValueSource
Plan sponsorXANITOS INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013144113NAL0000722547001, received 2025-10-13
Plan nameXANITOS INC. 401K PROFIT SHARING PLAN AND TRUSTForm 5500, line 1a; PLAN_NAME pos 16; filing 20251013144113NAL0000722547001, received 2025-10-13
Sponsor EIN / plan number26-1798735 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013144113NAL0000722547001, received 2025-10-13
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013144113NAL0000722547001, received 2025-10-13
Sponsor locationNEWTOWN SQUARE, PAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013144113NAL0000722547001, received 2025-10-13
Industry (business code)622000, Health care and social assistanceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013144113NAL0000722547001, received 2025-10-13
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013144113NAL0000722547001, received 2025-10-13
Filing received2025-10-13Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013144113NAL0000722547001, received 2025-10-13
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013144113NAL0000722547001, received 2025-10-13
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251013144113NAL0000722547001, received 2025-10-13
Participants, beginning of year2,190Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013144113NAL0000722547001, received 2025-10-13
Active participants2,782Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013144113NAL0000722547001, received 2025-10-13
Participants, end of year3,002Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013144113NAL0000722547001, received 2025-10-13
Participants with an account balance385Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013144113NAL0000722547001, received 2025-10-13
Total assets, beginning of year$4,840,423Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013144113NAL0000722547001, received 2025-10-13
Total assets, end of year$6,037,432Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013144113NAL0000722547001, received 2025-10-13
Net assets, end of year$5,902,651Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013144113NAL0000722547001, received 2025-10-13
Total income$2,080,711Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013144113NAL0000722547001, received 2025-10-13
Net income$1,228,625Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013144113NAL0000722547001, received 2025-10-13
Employer contributions$234,985Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013144113NAL0000722547001, received 2025-10-13
Participant contributions$973,243Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013144113NAL0000722547001, received 2025-10-13
Other contributions (incl. rollovers)$167,906Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013144113NAL0000722547001, received 2025-10-13
Total contributions$1,376,134Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013144113NAL0000722547001, received 2025-10-13
Benefit payments$551,732Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013144113NAL0000722547001, received 2025-10-13
Total expenses (incl. benefit payments)$852,086Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013144113NAL0000722547001, received 2025-10-13
Total administrative expenses$53,263Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013144113NAL0000722547001, received 2025-10-13
Recordkeeping fees$40,652Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013144113NAL0000722547001, received 2025-10-13
Investment advisory and management fees$12,611Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013144113NAL0000722547001, received 2025-10-13
Administrative expenses excluding investment management$40,652derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013144113NAL0000722547001, received 2025-10-13
Held in mutual funds$5,472,511Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013144113NAL0000722547001, received 2025-10-13
Independent auditorDAVIDSON DOYLE AND HILTONSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013144113NAL0000722547001, received 2025-10-13

Position = column in the DOL layout for form year 2024. Filing 20251013144113NAL0000722547001, received 2025-10-13.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
TRANSAMERICA RETIREMENT SOLUTIONSrecordkeeperRECORDKEEPER 15 Recordkeeping and information management; 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 64 Recordkeeping fees; 67 Other insurance wrap fees $40,652yes
SECURITIES AMERICA ADVISORS INCINVESTMENT ADVISORY-PLAN 27 Investment advisory (plan); 51 Investment management fees paid directly by plan $12,611no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013144113NAL0000722547001, received 2025-10-13.

What changed since the 2023 plan year

Figure20232024Change
Total assets$4,840,423$6,037,43224.7%
Participants with a balance34538511.6%
Administrative expenses$41,216$53,26329.2%
Recordkeeping fees per participant$93.77$105.5912.6%
Employer contributions$206,423$234,98513.8%

Prior filing 20241015112055NAL0016219267003, received 2024-10-15; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: XANITOS INC.; SEC registrant: XANITOS INC (CIK 1428451, matched by EIN).